Schrödinger, Inc. (SDGR)
Schrödinger, Inc. (SDGR) Q2 2025 Earnings Call Transcript
Schrödinger, Inc. (NASDAQ:SDGR ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Jaren Irene Madden - Chief Corporate Affairs Officer & Head of Investor Relations Karen Akinsanya - President, Head of Therapeutics R&D and Chief Strategy Officer & Partnerships Ramy Farid - CEO, President & Director Richie Jain - Executive VP, CFO & Treasurer Conference Call Participants Brendan Mychal Smith - TD Cowen, Research Division Evan David Seigerman - BMO Capital Markets Equity Research Lili Nsongo - Leerink Partners LLC, Research Division Michael Leonidovich Ryskin - BofA Securities, Research Division Scott Anthony Schoenhaus - KeyBanc Capital Markets Inc., Research Division Sean M. Laaman - Morgan Stanley, Research Division Operator Thank you for standing by.
Schrodinger, Inc. (SDGR) Reports Q2 Loss, Beats Revenue Estimates
Schrodinger, Inc. (SDGR) came out with a quarterly loss of $0.59 per share versus the Zacks Consensus Estimate of a loss of $0.83. This compares to a loss of $0.74 per share a year ago.
Schrodinger, Inc. (SDGR) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
Schrodinger (SDGR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Schrödinger: Assessing The Signal And The Noise In The Phase 1 Results
Schrödinger's SGR-1505 Phase 1 data shows encouraging safety and niche efficacy, especially in BTKi-resistant Waldenström macroglobulinemia patients. Despite a headline 22% ORR, the nuanced data supports continued development, though competition and high efficacy benchmarks in B-cell malignancies remain challenges. Financially, Schrödinger's software business is growing steadily, with strong cash reserves and manageable risks, supporting ongoing R&D investment.
Schrödinger: Regulatory Tailwinds Are Supportive Of Continued Strong Growth (Rating Upgrade)
Schrödinger delivered strong Q1 results, with robust software growth and improving margins, despite a tough macro environment. Regulatory changes, especially the FDA's move away from animal testing, could create a meaningful tailwind for Schrödinger's predictive toxicity software initiative. Schrödinger's Drug Discovery business also continues to progress, but this likely won't matter until the company generates positive later stage clinical data.
Schrodinger, Inc. (SDGR) Reports Q1 Loss, Tops Revenue Estimates
Schrodinger, Inc. (SDGR) came out with a quarterly loss of $0.82 per share versus the Zacks Consensus Estimate of a loss of $0.71. This compares to loss of $0.76 per share a year ago.
Schrödinger, Inc. (SDGR) Q1 2025 Earnings Call Transcript
Schrödinger, Inc. (NASDAQ:SDGR ) Q1 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Jaren Madden - Senior Vice President, Investor Relations & Corporate Affairs Ramy Farid - President & Chief Executive Officer Geoff Porges - Chief Financial Officer Karen Akinsanya - President, R&D & Therapeutics Conference Call Participants Michael Yee - Jefferies Brendan Smith - TD Cowen Mani Foroohar - Leerink Partners Evan Seigerman - BMO Capital Markets Michael Ryskin - Bank of America Scott Schoenhaus - KeyBanc Vikram Purohit - Morgan Stanley Operator Thank you for standing by. Welcome to Schrödinger's conference call to review First Quarter 2025 Financial Results.
Schrodinger (SDGR) Moves 27.4% Higher: Will This Strength Last?
Schrodinger (SDGR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Schrödinger Poised For Growth As FDA Shifts Away From Animal Testing (Upgrade)
Schrödinger's stock surged after the FDA's initiative to phase out animal testing, benefiting its computational drug discovery platform. The company has strong collaborations with big pharma and a promising internal pipeline, despite past financial struggles and intense competition. Schrödinger's predictive toxicology initiative aligns with regulatory trends, enhancing drug development efficiency and safety.
Schrödinger: Still Waiting On A Catalyst
Schrödinger's Q4 2024 results and 2025 guidance were solid, yet the company's share price remains low due to ongoing losses. Cash burn is likely to moderate going forward, as investments in the company's internal pipeline have now stabilized. Regardless, cash burn concerns are misplaced, as Schrödinger has demonstrated that it can manage its liquidity position through things like partnerships and licensing.
Schrödinger, Inc. (SDGR) Q4 2024 Earnings Call Transcript
Schrödinger, Inc. (NASDAQ:SDGR ) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Jaren Madden - Senior Vice President, Investor Relations & Corporate Affairs Ramy Farid - President & Chief Executive Officer Geoff Porges - Chief Financial Officer Karen Akinsanya - President, R&D & Therapeutics Conference Call Participants Kyle Yang - Jefferies CJ Yeh - Leerink Partners Brendan Smith - TD Cowen Michael Ryskin - Bank of America Vikram Purohit - Morgan Stanley Malcolm Hoffman - BMO Capital Markets Matt Hewitt - Craig-Hallum Capital Group Chris Shibutani - Goldman Sachs Operator Thank you for standing by. Welcome to Schrödinger's conference call to review Fourth Quarter and Full Year 2024 Financial Results.
Schrodinger, Inc. (SDGR) Reports Q4 Loss, Tops Revenue Estimates
Schrodinger, Inc. (SDGR) came out with a quarterly loss of $0.55 per share versus the Zacks Consensus Estimate of a loss of $0.35. This compares to loss of $0.32 per share a year ago.
